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Jeppson Wealth Management’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Jeppson Wealth Management’s Portfolio INDY Stock Details INDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-300
Closed -$10K – 272
2020
Q3 		$10K Buy
+300
New +$10.2K 0.01% 392

Other funds holding INDY

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SCM
Somerset Capital Management London, United Kingdom $8.12M AUM 21.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jeppson Wealth Management's INDY Position: Q4 2020 in Review

Jeppson Wealth Management sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q4 2020, closing a stake of 300 shares — an estimated $10K sold.

Jeppson Wealth Management first reported a position in INDY in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 61 funds tracked by Wall St. Rank hold INDY as of Q4 2020.

  • Jeppson Wealth Management reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 300 iShares S&P India Nifty 50 Index Fund shares in Q4 2020, an estimated $10K.
  • Jeppson Wealth Management first reported a position in iShares S&P India Nifty 50 Index Fund in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's iShares S&P India Nifty 50 Index Fund position peaked at $10K in Q3 2020.
  • 61 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.